Tax Senior Manager - Personal Financial Services

PricewaterhouseCoopers • Raleigh, NY

21h

About The Position

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

Requirements

• Bachelor's Degree in Accounting
• 6 years of experience
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Nice To Haves

• Financial planning
• Wealth transfer planning
• Business succession planning or trust and estate work
• Broad technical skills with Form 1040 for affluent individuals
• Experience identifying and addressing client needs
• Leading as a business advisor with a 'One Firm' mindset
• Familiarity with a CRM system
• Innovating through new and existing technologies
• Utilizing digitization tools to enhance engagements

Responsibilities

• Oversee and manage large-scale projects
• Innovate and streamline operational processes
• Maintain project success through senior-level client interaction
• Leverage influence and specialized knowledge to achieve quality results
• Develop and lead top-performing teams
• Implement a holistic approach to client needs
• Apply specialized technical knowledge and industry insights
• Deliver sustained outcomes through strategic innovation

Benefits

• PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
• To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees